Build Your Firm's 2027 Capital Raising Roadmap

​Most firms head into a new year saying they need to raise more capital. Far fewer start January knowing who they’re calling, in what order and with what materials, or how they’ll keep the pipeline moving when a good first meeting is followed by a month of silence.

​Brad Hargreaves and Paul Stanton will spend three hours working through that problem with the group, and most of that time goes to building rather than surveying the capital markets. By the end, each participant has a written 2027 roadmap. It covers the investor segments worth their time (and why), the sequencing and timeline of the raise, warm paths into each channel, and an outreach and follow-up cadence. They also leave with the materials a raise runs on, from the one-pager and data room checklist to a DDQ answer bank and follow-up sequences.

​Segmentation is messier than most diagrams suggest. Family offices, institutions, private wealth channels and co-GP partners sit at different levels and overlap all the time; a family office can be a co-GP partner, and often is. So the session spends less time on which box an investor belongs in and more on what they need to see, how long their process takes, and whether there’s a warm path to them before January.

​AI runs underneath all of it: drafting outreach that doesn’t read like a template, prepping for a meeting with a specific investor, and keeping the pipeline current without anyone owning that job full time. Most firms in the room have no IR hire and no plans to make one, and the workflows are built around that.

​The goal is a plan participants can start running on January 5, plus the materials to send out that first week.

​You’ll learn how to

• ​Pick the investors who will actually fund this raise
  Build a target list from your strategy, check size, and track record rather than from who is reachable, and rank it by fit and realistic timeline instead of by enthusiasm in the first call.

• ​Sequence the raise
  Decide who gets called in January and who waits until March, where the anchor conversation sits, and how the order of your outreach changes what the later conversations sound like.

• ​Find the warm path into every channel
  Work out who in your existing network reaches each target, what a useful introduction actually asks for, and how to build the paths you are missing before you need them.

• ​Build the materials a raise runs on
  The one-pager, the data room checklist, the DDQ answer bank, and the follow-up sequences, built in the session rather than promised as homework.

• ​Run a pipeline that survives the first no
  Set a follow-up cadence you will keep, track where every conversation sits, and know the difference between an investor who is slow and one who is finished.

• ​Put AI underneath the operation
  Draft outreach in your own voice, prep for a specific investor meeting in minutes, and keep the pipeline current, so a six-person firm runs the process an IR team would run.

​What the workshop covers

• ​Setting the number
  What you are raising, against what, and whether the target is defensible to your partners. The first hour turns an ambition into a number with a shape, since everything downstream depends on it.

• ​Who you are actually calling
  Segmentation that reflects how the market works rather than a clean taxonomy, since the categories overlap and the same investor can show up in two of them. What each channel needs to see, how long each one takes, and which ones are realistic for a firm your size this year.

• ​Sequencing the raise
  Mapping the raise across the year. Where the anchor goes, which conversations have to start in January because of their own process, and what a realistic timeline looks like from first call to wire.

• ​The materials suite
  Building the one-pager, the data room checklist, and the DDQ answer bank live, including the questions that sink sponsors who answer them for the first time under diligence pressure.

• ​Outreach, follow-up, and the pipeline
  Writing the sequences, setting the cadence, and standing up the tracker. The AI workflows that draft, prep, and maintain all of it.

• ​Writing the plan
  Turning three hours of work into one document: targets, sequencing, timeline, channels, materials, and cadence. Participants finish the session with the plan written.

​Who this is for

• ​Intro: Sponsors, principals, and capital raisers planning a 2027 raise, plus the founders and partners who will be doing the calls themselves without an IR team behind them.

• ​Roles: Principals, Founders, Solo GPs, Fund managers, Capital raisers, Investor relations, CFOs, Development partners

• ​Note: Works across asset classes and raise types, whether you are raising a fund, raising deal by deal, or building a programmatic relationship. No prior raise required, though the session is most useful if you know roughly what you are raising and why.

​Format & access

• ​One live session 3 hours via Zoom, with time for questions throughout.

• ​A working session Participants build their own plan during the session rather than taking notes on someone else’s. Bring your target number and your current list, however rough.

• ​Two hosts Brad and Paul both teach, which means both the GP side of the raise and the capital markets side of it in the same room.

• ​A recording for everyone Recordings are shared with all registrants, whether or not you attend live.

• ​Materials and ongoing access The plan template, targeting framework, pipeline tracker, materials suite, and prompt sets stay in your Thesis Driven account, ready whenever you need them.

​Frequently asked questions

​How is this different from your other capital raising workshops?
The others go deep on one channel or one structure, family offices and RIAs, large institutional LPs, programmatic JVs. This one sits on top of all of them. It is the planning layer: which channels to run next year, in what order, with what materials. Several attendees take this one first and then pick the channel session that matches their plan.

​What if I don’t know my 2027 target yet?
Come anyway. Setting a number you can defend to your partners is part of the first hour, and a soft number is easier to work with than no plan.

​Does this work for my asset class?
Yes. The targeting, sequencing, materials, and cadence are the same work whether you are raising for multifamily, industrial, retail, hospitality, or a mixed strategy. Where asset class changes which investors are realistic, the session covers that directly.

​Do I have to share my investor list or my numbers in the session?
No. You build your own plan in your own document, and participants share as much or as little as they want in the discussion.

​I can’t attend live. Will there be a recording?
Yes. Every registrant receives the recording, slides, and materials in their Thesis Driven account.